Institutional Ownership Fidelity Covington Tr Msci Fin (FNCL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Fin (FNCL). We have compiled data on the 278 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $877 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
3,077
shares
|
$220,036
0.01% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
3,036
shares
|
$217,104
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
3,020
shares
|
$215,960
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
3,000
shares
|
$214,530
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
2,996
shares
|
$214,243
0.0% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
2,976
shares
|
$212,813
0.02% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
2,967
shares
|
$212,170
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
May 07, 2025 Q1 2025 |
2,935
shares
|
$209,881
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
2,928
shares
|
$209,381
0.05% of portfolio
|
Q2 2023
Added 0.03%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
2,907
shares
|
$207,879
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
2,893
shares
|
$206,878
0.01% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
2,752
shares
|
$196,795
0.04% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
2,423
shares
|
$173,268
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
2,267
shares
|
$162,113
0.03% of portfolio
|
Q4 2020
Reduced 2.28%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,100
shares
|
$150,171
0.16% of portfolio
|
Q3 2021
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,746
shares
|
$124,856
0.0% of portfolio
|
Q1 2025
Added 14.34%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,731
shares
|
$123,783
0.01% of portfolio
|
Q2 2023
Added 0.06%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
1,686
shares
|
$120,565
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,675
shares
|
$119,779
0.0% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,626
shares
|
$116,275
0.0% of portfolio
|
Q1 2025
Added 10.16%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
1,578
shares
|
$112,842
0.0% of portfolio
|
Q1 2025
Added 23.09%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,544
shares
|
$110,411
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
1,525
shares
|
$109,052
0.04% of portfolio
|
Q1 2025
Reduced 11.85%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
1,517
shares
|
$108,480
0.0% of portfolio
|
Q3 2024
Reduced 80.93%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,344
shares
|
$96,109
0.03% of portfolio
|
Q1 2023
New holding
|